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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,681 | $67,823+134.0% | $52,425+202.7% | $137,256+15.6% |
| Participation rate | 45.5% | 63.9%-18.5pp | 55.6%-10.2pp | 80.0%-34.5pp |
| Annual return | 16.96% | 219.11%-202.2pp | 302.12%-285.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,402 | $2,288+92.4% | $1,790+145.8% | $6,407-31.3% |
| Admin fee / account holder | $565 | $2,844-80.1% | $2,495-77.3% | $12,270-95.4% |